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LONDON - Utilico Emerging Markets Trust PLC (UEM) reported that its net asset value (NAV) total return increased by 1.4% in April, significantly outperforming the MSCI Emerging...
Investing.com -- Cash attracted the strongest investor interest in the week to May 7, with money market funds pulling in $51.9 billion, the largest weekly inflow in over two...
Investing.com -- JPMorgan strategist Mislav Matejka said U.S. equities remain expensive and sentiment is still elevated, warning that the market is “not a good place to hide in, in...
There’s a danger that every piece on regional equity markets I write currently goes along the lines of “if you’re worried about US exposure, consider diversifying to x”: “x” being...
U.S. stock market has outperformed other markets in the last 15 years, but this has not always been the case Which is why diversification across geographical areas is critical Some...
| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1268 | 1130 | 1230 | 1567 | 1258 | 2010 |
| Fund Return | 26.78% | 13.05% | 22.96% | 16.14% | 4.69% | 7.23% |
| Place in category | 528 | 348 | 532 | 584 | 441 | 230 |
| % in Category | 68 | 43 | 67 | 82 | 78 | 52 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Invesco American Franchise A | 16.78B | 17.72 | 29.37 | 15.29 | ||
| Invesco Equity and Income A | 10.67B | 9.36 | 10.60 | 8.12 | ||
| Invesco Comstock A | 7.33B | 12.14 | 13.78 | 11.04 | ||
| Invesco SmallCapValue Y | 4.83B | 9.47 | 20.16 | 13.53 | ||
| Invesco Diversified Dividend A | 3.98B | 11.37 | 11.62 | 8.43 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| DFA Emerging Markets Core Equity I | 32.88B | 27.45 | 20.93 | 8.52 | ||
| Fidelity Series Emerging Markets | 26.63B | 35.92 | 23.62 | 9.20 | ||
| American Funds New World R6 | 23.97B | 26.96 | 19.18 | 9.56 | ||
| American Funds New World F2 | 22.76B | 26.84 | 19.05 | 9.44 | ||
| US00771X4198 | 21.39B | 8.77 | 14.65 | - |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Taiwan Semiconductor | TW0002330008 | 14.77 | 1,450.00 | +1.40% | |
| Samsung Electronics Co | KR7005930003 | 7.10 | 107,200 | +2.00% | |
| HDFC Bank ADR | US40415F1012 | 4.49 | 35.96 | +0.25% | |
| Yageo | TW0002327004 | 3.40 | 232.50 | +2.20% | |
| Kasikornbank F | TH0016010017 | 3.25 | 186.50 | 0.00% |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Buy | Buy | Buy |
| Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
| Summary | Strong Buy | Strong Buy | Strong Buy |
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